Agenda 03/23/2021 Item #16A 6 (Final Acceptance - Addison Place Expansion)03/23/2021
EXECUTIVE SUMMARY
Recommendation to approve final acceptance of the potable water and sewer facilities for Addison
Place Expansion, PL20190001502, accept the conveyance of the sewer facilities, and authorize the
County Manager, or his designee, to release the Utilities Performance Security (UPS) and Final
Obligation Bond in the total amount of $7,896.36 to the Project Engineer or the Developer’s
designated agent.
OBJECTIVE: To have the Board of County Commissioners, as Ex-Officio Governing Board of the
Collier County Water-Sewer District, approve final acceptance of the potable water and sewer facilities,
accept the conveyance of the sewer facilities, and to release the Utilities Performance Security (UPS) and
Final Obligation Bond in the total amount of $7,896.36, in accordance with the Collier County Utility
Standards and Procedures, Ordinance No. 2004-31.
CONSIDERATIONS:
1) The Developer of Addison Place Expansion, has constructed the potable water and sewer facilities
within dedicated easements to serve this private development (see attached location map). The sewer
facilities were offered for conveyance to the County, as described in Official Records (O.R.) Book
5673, Page (PG) 138, together with appurtenant Deed of Utility Easement recorded in O.R. Book
5673, PG 144, of the Public Records of Collier County, Florida. The potable water facilities will be
private.
2) Preliminary acceptance of these utility facilities was approved by the Development Review staff on
September 11, 2019. At that time, the value of these sewer utility facilities (assets) was $5,184.18
(See attached asset sheet).
3) Staff recorded all preliminary acceptance documents associated with the sewer facilities conveyed to
the County in the public records of Collier County, which were reviewed and approved by the
County Attorney’s office as to form and legality. The County acquired its interest in the sewer
facilities by Utilities Facilities Warranty Deed and Bill of Sale recorded in O.R. Book 5673, at PG
138 (“the Utilities Facilities Deed”) of the Public Records of Collier County, Florida.
4) The potable water and sewer utility facilities have been operated and maintained during the required
one (1) year warranty period, following preliminary acceptance.
5) A final inspection to discover defects in materials and workmanship has been conducted by staff on
February 5, 2021, in coordination with Public Utilities, and these facilities have been found to be
satisfactory and acceptable.
6) The on-site potable water utilities, less the sewer utilities described in O.R. Book 5673, PG 138, are
owned and maintained by the developer.
7) Staff recommends final acceptance of the subject utility facilities and to release the Utility
Performance Security (UPS) and Final Obligation Bond in the total amount of $7,896.36. (See
attached Exhibit A). Staff also recommends acceptance of the Utilities Facilities Deed and the
facilities described therein.
8) This final acceptance is in accordance with Collier County, Ordinance No. 2004-31, as amended.
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03/23/2021
9) Staff is unaware of any issues that would serve to negate the recommendation to release the
applicable security.
FISCAL IMPACT: Approval of this Executive Summary will result in the Collier County Water-Sewer
District receiving title to the sewer utility facilities, which at the time of preliminary acceptance, had a
total gross value of $5,184.18 (no depreciation applied) and an asset will be recorded in the financial
records of the county.
GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this
action.
LEGAL CONSIDERATIONS: This item has been approved as to form and legality, and requires a
majority vote for Board approval. -DDP
RECOMMENDATION: To approve final acceptance of the potable water and sewer facilitie s for
Addison Place Expansion, PL20190001502, accept the conveyance of the Utilities Facilities Deed and the
facilities described therein, and to authorize the County Manager, or his designee, to release the Utilities
Performance Security (UPS) and Final Obligation Bond in the total amount of $7,896.36 to the Project
Engineer or the Developer’s designated agent.
Prepared by: Valerie Kullick, Technician, Development Review Division
ATTACHMENT(S)
1. Location Map (PDF)
2. Exhibit A (PDF)
3. Assets Sheet (PDF)
4. Warranty Deed and Bill of Sale (PDF)
5. Deed of Utility Easement (PDF)
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03/23/2021
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.6
Doc ID: 15077
Item Summary: Recommendation to approve final acceptance of the potable water and sewer
facilities for Addison Place Expansion, PL20190001502, accept the conveyance of the sewer facilities,
and authorize the County Manager, or his designee, to release the Utilities Performance Security (UPS)
and Final Obligation Bond in the total amount of $7,896.36 to the Project Engineer or the Developer’s
designated agent.
Meeting Date: 03/23/2021
Prepared by:
Title: Technician – Growth Management Development Review
Name: Valerie Kullick
02/16/2021 10:34 AM
Submitted by:
Title: Director – Growth Management Department
Name: Matthew McLean
02/16/2021 10:34 AM
Approved By:
Review:
Wastewater Steve Nagy Additional Reviewer Completed 02/16/2021 10:37 AM
Wastewater Beth Johnssen Additional Reviewer Completed 02/16/2021 12:03 PM
Growth Management Development Review Marcus Berman Additional Reviewer Completed 02/16/2021 2:04 PM
Growth Management Department Lissett DeLaRosa Level 1 Reviewer Completed 02/16/2021 2:29 PM
Growth Management Operations & Regulatory Management Kenneth Kovensky Additional Reviewer Completed 02/16/2021 2:57 PM
Public Utilities Planning and Project Management Tom Chmelik Additional Reviewer Completed 02/17/2021 2:23 PM
Engineering & Natural Resources Jack McKenna Additional Reviewer Completed 02/19/2021 3:04 PM
Growth Management Department Matthew McLean Additional Reviewer Completed 02/22/2021 8:57 AM
County Attorney's Office Derek D. Perry Level 2 Attorney Review Completed 02/22/2021 10:33 AM
Growth Management Department Jeanne Marcella Department Head Review Completed 02/22/2021 10:57 AM
Office of Management and Budget Laura Wells Level 3 OMB Gatekeeper Review Completed 02/22/2021 12:51 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 02/24/2021 10:16 AM
Office of Management and Budget Laura Zautcke Additional Reviewer Completed 03/11/2021 3:45 PM
County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 03/12/2021 9:53 AM
Board of County Commissioners MaryJo Brock Meeting Pending 03/23/2021 9:00 AM
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ADDISON PLACE EXPANSION
LOCATION MAP
16.A.6.a
Packet Pg. 566 Attachment: Location Map (15077 : Final Acceptance of Utilities - Addison Place Expansion)
Exhibit A
Utilities Performance Security (UPS) and Final Obligation Bond
Amount Receipt Number
10% UPS Bond $3,896.36 2019647390
Final Obligation Bond $4,000 2019650589
Total Amount $7,896.36
The 10% UPS Bond, if applicable, is based on the total amount of the water and/or sewer
utilities being installed for the whole project which includes material and labor. The
contributory assets reflect the cost of materials, not labor and are based on the assets of
which the county will be owning and maintaining.
Final Obligation Bond, if applicable, in accordance with Utility Ordinance 2004-31
Attachments:
1. Verification of Final Cost
2. Receipt of Payment
16.A.6.b
Packet Pg. 567 Attachment: Exhibit A (15077 : Final Acceptance of Utilities - Addison Place Expansion)
16.A.6.bPacket Pg. 568Attachment: Exhibit A (15077 : Final Acceptance of Utilities - Addison Place Expansion)
16.A.6.bPacket Pg. 569Attachment: Exhibit A (15077 : Final Acceptance of Utilities - Addison Place Expansion)
Collier County
Growth Management Division
2800 Horseshoe Drive N.
Naples, FL 34104
239-252-2400
RECEIPT OF PAYMENT
Receipt Number:2019650589
Transaction Number:2019-073863
Date Paid:08/14/2019
Amount Due:$3,896.36
Payment Details:Payment Method Amount Paid Check Number
Check $3,896.36 000760
Amount Paid:$3,896.36
Change / Overage:$0.00
Contact:CC Addison Place, LLC
2020 Salzedo Street
Coral Gables, FL 33134
FEE DETAILS:
Fee Description Reference Number Original
Fee
Amount
Paid
GL Account
Refundable Bonds PL20190001502 $3,896.36 $3,896.36 670-000000-220113
Cashier Name:ThomasThompson
Batch Number:8502
Entered By: LuciaMartin
16.A.6.b
Packet Pg. 570 Attachment: Exhibit A (15077 : Final Acceptance of Utilities - Addison Place Expansion)
Collier County
Growth Management Division
2800 Horseshoe Drive N.
Naples, FL 34104
239-252-2400
RECEIPT OF PAYMENT
Receipt Number:2019647390
Transaction Number:2019-070664
Date Paid:08/06/2019
Amount Due:$4,000.00
Payment Details:Payment Method Amount Paid Check Number
Check $4,000.00 012396
Amount Paid:$4,000.00
Change / Overage:$0.00
Contact:PENINSULA IMPROVEMENT CORPORATION
2600 GOLDEN GATE PKWY
NAPLES, FL 34105
FEE DETAILS:
Fee Description Reference Number Original
Fee
Amount
Paid
GL Account
Utility Performance
Refundable Bond
PL20190001502 $4,000.00 $4,000.00 670-000000-220113
Cashier Name:ThomasThompson
Batch Number:8478
Entered By: LuciaMartin
16.A.6.b
Packet Pg. 571 Attachment: Exhibit A (15077 : Final Acceptance of Utilities - Addison Place Expansion)
16.A.6.cPacket Pg. 572Attachment: Assets Sheet (15077 : Final Acceptance of Utilities - Addison Place Expansion)
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Packet Pg. 573 Attachment: Warranty Deed and Bill of Sale (15077 : Final Acceptance of Utilities - Addison Place Expansion)
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Packet Pg. 574 Attachment: Warranty Deed and Bill of Sale (15077 : Final Acceptance of Utilities - Addison Place Expansion)
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Packet Pg. 575 Attachment: Warranty Deed and Bill of Sale (15077 : Final Acceptance of Utilities - Addison Place Expansion)
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Packet Pg. 576 Attachment: Warranty Deed and Bill of Sale (15077 : Final Acceptance of Utilities - Addison Place Expansion)
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Packet Pg. 577 Attachment: Warranty Deed and Bill of Sale (15077 : Final Acceptance of Utilities - Addison Place Expansion)
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Packet Pg. 578 Attachment: Warranty Deed and Bill of Sale (15077 : Final Acceptance of Utilities - Addison Place Expansion)
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Packet Pg. 579 Attachment: Deed of Utility Easement (15077 : Final Acceptance of Utilities - Addison Place Expansion)
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Packet Pg. 580 Attachment: Deed of Utility Easement (15077 : Final Acceptance of Utilities - Addison Place Expansion)
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Packet Pg. 581 Attachment: Deed of Utility Easement (15077 : Final Acceptance of Utilities - Addison Place Expansion)